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iShares MSCI USA Momentum Factor ETF

687 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 304 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
11.99%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.66%
New
72
Increased
304
Reduced
227
Closed
63
Calls
$7.43M
Puts
$3.61M
Net Calls
+$3.82M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Avior Wealth Management
Nebraska
$132K +$8.29K +48 +7%
TI
602
tru Independence
Oregon
$130K +$130K +752 New
HFM
603
Hartford Financial Management
Connecticut
$125K
JWM
604
Janiczek Wealth Management
Colorado
$124K
PAI
605
Pittenger & Anderson Inc
Nebraska
$117K
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$97K -$1.64M -9,492 -94%
FFA
607
Founders Financial Alliance
North Carolina
$96K +$4.92K +28 +5%
COCM
608
Charter Oak Capital Management
New Hampshire
$94K
FA
609
Faithward Advisors
Pennsylvania
$94K +$94K +542 New
BWL
610
Bogart Wealth LLC
Virginia
$87K
SSB
611
Sandy Spring Bank
Maryland
$85K -$10.4K -60 -11%
AW
612
Avion Wealth
Texas
$84K -$52.1K -300 -38%
ACA
613
Aptus Capital Advisors
Alabama
$80K +$15K +87 +23%
TCOV
614
Trust Company of Vermont
Vermont
$78K -$28.7K -165 -27%
EWM
615
Endurance Wealth Management
Rhode Island
$77K
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$76K
CG
617
Cutler Group
California
$69K -$1.05M -6,100 -94%
PWS
618
Paragon Wealth Strategies
Florida
$67K +$67K +388 New
GEA
619
Glen Eagle Advisors
New Jersey
$66.4K +$66.4K +383 New
EBSAM
620
Eubel Brady & Suttman Asset Management
Ohio
$64K +$64K +396 New
TAM
621
Townsend Asset Management
North Carolina
$63K
BC
622
Barnett & Company
Tennessee
$59K
SNT
623
Security National Trust
West Virginia
$52K
DWMG
624
DB Wealth Management Group
California
$51K -$34.6K -198 -40%
WB
625
Webster Bank
Connecticut
$45K